Item Management Overview

Managing your item catalog and inventory effectively ensures you can fulfill customer orders accurately and maintain optimal stock levels. WorkSuite FULFILL™ provides comprehensive tools for tracking items, monitoring availability, and making adjustments.

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What You Can Do

With item management in WorkSuite FULFILL™, you can:

• View Live Availability: See real-time availability of all your items
• Track Item Details: Manage item information, categories, and attributes
• Monitor Availability: Check live inventory levels across different locations
• Adjust Counts: Update quantities based on physical counts
• Manage Categories: Organize items by type, season, or classification
• View History: Track inventory movements and adjustments over time

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Inventory Structure

Your item inventory is organized in several ways:

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Item Categories

• Item types (Annuals, Perennials, Vegetables, Seeds, etc.)
• Seasonal groupings (Spring, Summer, Fall)
• Size classifications (4-Inch, 6-Inch, Flats, etc.)

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Item Details

• Item names and descriptions
• SKU and UPC identifiers
• Category assignments
• Pricing information
• Attributes (genus, organic flag, etc.)

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Location Tracking

• Warehouse locations and sections
• Available vs. reserved quantities
• Grade-based quality tracking

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Availability Tracking

WorkSuite FULFILL™ tracks inventory using availability sessions:

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Session Types

• Live Session: The current active availability session with items ready for orders
• Staged Session: The next availability session being prepared
• Closed Sessions: Historical sessions for record-keeping

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Live Tracking

Real-time inventory updates as you:

• Record new inventory counts to the system
• Record adjustments based on physical inventory
• Allocate items to customer orders
• Remove items due to loss or damage

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Inventory Views

Different views help you manage your inventory effectively:

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Current List

Shows all items currently available with:

• Item names and details
• Current quantities available
• Location information
• Quick adjustment options

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Staged List

Displays items being prepared:

• Items in staged availability session
• Upcoming inventory changes
• Progress tracking

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Closed/Historical

Records of past inventory:

• Completed availability sessions
• Historical availability data
• Inventory performance tracking

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Recording Counts

Regular inventory count recording keeps your system accurate:

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Record Counts

• New inventory received
• Transfers from other locations
• Purchases from suppliers

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Record Adjustments

• Corrections based on physical counts
• Updates for inventory losses
• Quality adjustments

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Reason Tracking

Document why adjustments are made:

• Physical count variance
• Inventory loss or damage
• Quality issues
• Transfers between locations

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Item Detail Tabs

When you select an item in Fulfill, the detail panel shows several tabs with additional information and configuration options.

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Details Tab

Shows the item’s core attributes including name, SKU, category, genus, series, color, size UOM, shipping config category, and the Taxable checkbox. Use the Taxable checkbox to flag whether the item is subject to tax — new items default to taxable. Inline Save, Activate, and Inactivate actions are available in this tab without leaving the item card view.

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Customer Items Tab

Maps customer-specific SKU and UPC codes to the item. See Customer Item Mappings for details.

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Container Config Tab

Displays container configuration settings that apply to this item, organized by container code and shipping config category. You can edit override values for Units Per Layer, Layers Per Container, Ship Factor, and Ship Minimum directly in the grid — changes save immediately.

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Pricing Tab

Shows all price levels that apply to the selected item across all price groups. This includes both direct item-level matches and category-based matches, giving you a consolidated view of how the item is priced for different customers. This tab is read-only. To modify pricing, go to Price Groups.

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Production Items Tab

Lists any production items linked to this Fulfill item. You can link additional production items using the Link Production Items button, which opens a picker showing available production items from the PRODUCE™ module. Use the Unlink button to remove a link. Linking a production item allows you to associate what is grown in PRODUCE™ with what is sold in FULFILL™, enabling cost tracking and planning connections.

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Item Attributes

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Taxable Flag

Each item has a Taxable checkbox in the Details tab and a Taxable column in the items grid. Check this box for items subject to tax; uncheck it for non-taxable items such as seeds or exempt materials. New items default to taxable.

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Commissionable Flag

When the royalty feature is enabled for your tenant, each item also has a Commissionable checkbox in the Details tab and a Commissionable column in the items grid. Use this flag to exclude specific items from commission and royalty calculations — for example, freight charges, restock fees, or pass-through items that should not pay out to salespeople or royalty payees. New items default to commissionable. Editing an item preserves the existing value unless you change it.

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Integration Benefits

Your item management integrates with:

• Order Management: Real-time availability prevents overselling
• Customer Orders: Orders can only include available items
• Reporting: Inventory data feeds into business reports
• Planning: Historical data helps predict future needs

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Best Practices

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Getting Started

The most common item management tasks are:

1. Viewing Live Availability: Check what’s available for orders
2. Recording Counts: Update quantities based on actual counts
3. Managing Categories: Organize items for easier navigation
4. Tracking Availability Changes: Monitor how inventory levels change over time

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Next Steps

Ready to manage your item inventory? Check out these guides:

• Manage Availability Sessions
• Organize with Categories
• Import Items via CSV
• Set Up Pricing